Sound Financial Strategies Group’s Factset FDS Stock Holding History

Sound Financial Strategies Group’s Portfolio FDS Stock Details FDS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$454K	Buy
2025 Q2	$696K	Buy
2021 Q2	–	Sell
2021 Q1	$560K	Sell
2020 Q4	$613K	Buy